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INVESTEC ORD GBP0.0002

Symbol: INVP

Streaming is not available when market closed. Some prices may be as at close of business from the previous working day.

Whilst we endeavour to price investments on a real-time streaming or 15 min delayed basis, some prices may be as at close of business from the previous working day.

Invest in this share within an ISA, JISA, SIPP or Investment Account

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Overview

Core Data
Latest Dividend Information

Ex-Dividend Date 12 Dec 2024
Pay Date 31 Dec 2024
Total Dividends - Year to Date35.5
Dividend Yield (%)7.5758

Historical Data & Ratios

Avg Volume Over 10 Days0.7986
Market Cap (M)4289.6300
Price/Earnings (PE)6.4262
Earnings Per Share72.92
Revenue Per Share2.4115
Return on Equity %11.9356

1 Month Performance Chart

One Month Chart

Broker View
Data shown is based on the past 75 days of broker views.

ActionBrokers

Strong Buy3

Buy1

Neutral0

Sell0

Strong Sell0
Brokers 3 1 0 0 0
Consensus

ConsensusStrong Buy

Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		N/A N/A
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Charts

  • Chart Options

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      Company

      Business Summary

      Investec plc is a United Kingdom-based company, which provides its clients with product and services in the corporate mid-market, bespoke solutions to high-net-worth clients and access to a wealth management offering through its strategic partnership with Rathbones. Its principal business divisions include Wealth & Investment; Private Banking; Corporate, Investment Banking and Other, and Group Investments. Its private client offering provides transactional banking, lending, private capital, savings and foreign exchange tailored to suit its clients' needs. Its savings offering targets primarily United Kingdom retail savers. Its corporate and investment banking activities include lending, treasury and risk management solutions, advisory, and institutional research, sales and trading. Its client-centric, solution-driven offering provides corporate banking and investment banking services to private companies, private equity and sponsor-backed companies and publicly listed companies.

      Financial Summary

      BRIEF: For the six months ended 30 September 2024, Investec plc interest income decreased 1% to £2.13B. Net interest income after loan loss provision decreased 3% to £617.5M. Net income applicable to common stockholders excluding extraordinary items increased 7% to £313M. Net interest income after loan loss provision reflects decrease in interest earning assets and increase in interest bearing liabilities.

      Financials


      Income Statement - All values are in GBP (M).

      Year Ending

      31/03/2024

      31/03/2023

      31/03/2022

      31/03/2021

      31/03/2020

      31/03/2019

      Total Revenue NIL NIL NIL NIL NIL NIL
      Gross profit NIL NIL NIL NIL NIL NIL
      Operating Profit/Loss NIL NIL NIL NIL NIL NIL
      Profit Before Tax 822.50 979.92 697.26 331.57 310.48 514.53
      Profit After Tax 651.31 817.43 556.37 258.74 277.48 483.80
      Equity Holders of Parent Company 891.96 765.16 476.72 231.15 1,090.90 489.56
      Minority Interest -1.06 438.27 496.20 577.93 473.92 547.02


      Balance Sheet - All values are in GBP (M).

      Year Ending

      31/03/2024

      31/03/2023

      31/03/2022

      31/03/2021

      31/03/2020

      31/03/2019

      Total Non-Current Assets 56,625.73 57,294.66 58,843.74 51,512.35 50,656.32 57,724.21
      Total Current Assets NIL NIL NIL NIL NIL NIL
      Total Assets 56,625.73 57,294.66 58,843.74 51,512.35 50,656.32 57,724.21
      Total Liabilities 51,151.49 51,962.99 53,103.99 46,199.86 45,758.68 52,473.20
      Total Net Assets 5,474.24 5,331.67 5,739.76 5,312.50 4,897.63 5,251.01
      Shareholders Funds 5,473.92 4,880.83 5,203.38 4,744.16 4,326.42 4,620.14
      Minority Interests -1.06 438.27 496.20 577.93 473.92 547.02
      Total Equity 5,474.24 5,331.67 5,739.76 5,312.50 4,897.63 5,251.01

      Outlook

      Broker View
      Data shown is based on the past 75 days of broker views.

      ActionBrokers

      Strong Buy3

      Buy1

      Neutral0

      Sell0

      Strong Sell0
      Brokers 3 1 0 0 0
      Consensus

      ConsensusStrong Buy

      Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

      © 2022 Refinitiv, an LSEG business. All rights reserved.

      Forecasts

      Year 2025 2026 2027
      Revenue £2,195.55mn £2,279.36mn £2,421.58mn
      Pre-tax-Profit £1,027.00mn £1,075.50mn £1,142.50mn
      EPS £0.78p £0.81p £0.91p
      EPS Growth 0.10% 4.21% 11.12%
      P/E 5.8 5.49 5.01
      PEG Ratio 59.76 1.30 0.45
      Dividend 35.61p 37.06p 41.66p
      Yield 0.00% 0.00% 0.00%

      Upgrades & Downgrades (Latest)

      DateBrokerRecommendationPriceOld TargetNew TargetChange
      28th Jun 2024Berenberg BankReiteration574p540p660pBuy

      Time & Sales

      All prices are in GBX and times are in GMT. Last 20 trades shown. Trade type is estimated and should be treated as indicative only.

      Date Time Price Volume Type
      28 Apr 2025 17:07 469.6 3 Buy
      28 Apr 2025 17:07 469.6 0 Buy
      28 Apr 2025 17:07 469.6 0 Buy
      28 Apr 2025 17:07 469.8 0 Buy
      28 Apr 2025 17:07 469.8 2 Buy
      28 Apr 2025 16:35 468.6 464,074 Buy
      28 Apr 2025 16:35 468.6 23,513 Buy
      28 Apr 2025 16:29 466.6 127 Buy
      28 Apr 2025 16:29 466 70 Sell
      28 Apr 2025 16:29 466 171 Sell
      28 Apr 2025 16:29 466 68 Sell
      28 Apr 2025 16:29 466 143 Sell
      28 Apr 2025 16:29 466 64 Sell
      28 Apr 2025 16:29 466 60 Sell
      28 Apr 2025 16:29 466 98 Sell
      28 Apr 2025 16:29 466 65 Sell
      28 Apr 2025 16:29 466.2 60 Sell
      28 Apr 2025 16:29 466.2 58 Sell
      28 Apr 2025 16:29 466.2 450 Sell
      28 Apr 2025 16:29 466.2 53 Sell

      Selected data supplied by Thomson Reuters ©  View restrictions.

      Investment involves risk. You may get back less than invested.